ISHARES TR (IWD)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
109
Reporting holders
$876.0M
Reported value
0.0%
Calls
0.0%
Puts
-1,874
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Stairway Partners, LLC | $326.7M | 1,317,850 | 15.43% | 32q | -1.1%-$3.5M |
| Marquette Asset Management, LLC | $98.4M | 396,744 | 12.84% | 32q | HELD |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $97.8M | 394,433 | 5.59% | 32q | -7.9%-$8.4M |
| LWM ADVISORS INC | $31.1M | 125,487 | 23.49% | 8q | -1.6%-$495.9K |
| Venture Visionary Partners LLC | $26.4M | 106,338 | 0.69% | 25q | -1.3%-$340.2K |
| PFW Advisors LLC | $26.3M | 105,963 | 7.80% | 14q | -3.6%-$977.1K |
| RTD Financial Advisors, Inc. | $19.3M | 77,821 | 2.11% | 20q | -1.8%-$357.8K |
| Apella Capital, LLC | $18.2M | 72,554 | 0.23% | 22q | +4.8%+$826.1K |
| Breakwater Capital Group | $14.9M | 60,249 | 1.77% | 16q | -2.1%-$313.9K |
| Avidian Wealth Enterprises, LLC | $14.8M | 59,702 | 0.41% | 29q | HELD |
| Prism Advisors, Inc. | $13.4M | 53,196 | 3.36% | 32q | -3.9%-$546.8K |
| Paladin Partners, LLC | $12.7M | 51,101 | 7.80% | 2q | HELD |
| Valeo Financial Advisors, LLC | $12.1M | 48,937 | 0.26% | 32q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $11.8M | 47,708 | 1.03% | 9q | +23.8%+$2.3M |
| Montecito Bank & Trust | $11.5M | 46,442 | 1.74% | 31q | HELD |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $11.5M | 46,185 | 0.19% | 8q | +340.2%+$8.8M |
| Farther Finance Advisors, LLC | $10.0M | 40,275 | 0.07% | 16q | -37.3%-$5.9M |
| Sunburst Financial Group, LLC | $9.6M | 38,698 | 1.52% | 28q | HELD |
| Monument Capital Management | $8.4M | 34,034 | 1.76% | 4q | +602.9%+$7.2M |
| EASTERN BANK | $8.2M | 33,132 | 0.12% | 23q | +0.7%+$56.0K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $5.6M | 22,411 | 0.07% | 32q | +3.8%+$203.1K |
| GAMMA Investing LLC | $4.9M | 19,565 | 0.16% | 12q | +2.8%+$134.1K |
| FC Advisory LLC | $4.7M | 19,106 | 1.24% | 32q | -1.8%-$86.8K |
| Acropolis Investment Management, LLC | $4.7M | 18,811 | 0.19% | 32q | -50.2%-$4.7M |
| SAPIENT CAPITAL LLC | $3.8M | 15,515 | 0.05% | 12q | -49.0%-$3.7M |
| Pathway Financial Advisors LLC | $3.6M | 14,660 | 0.40% | 31q | HELD |
| Grove Bank & Trust | $3.4M | 13,544 | 0.33% | 32q | -15.3%-$606.2K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $3.1M | 12,555 | 0.21% | 20q | HELD |
| Atlas Brown,Inc. | $2.9M | 11,859 | 0.78% | 32q | HELD |
| Baron Financial Group, LLC | $2.7M | 10,806 | 1.30% | 25q | -1.9%-$52.1K |
| jvl associates llc | $2.5M | 10,211 | 0.73% | 12q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $2.5M | 10,058 | 0.16% | 15q | +7.4%+$171.8K |
| BENEDICT FINANCIAL ADVISORS INC | $2.2M | 8,701 | 0.43% | 23q | -6.0%-$138.3K |
| STEPH & CO | $2.1M | 8,654 | 0.55% | 28q | -8.0%-$186.2K |
| Tactive Advisors, LLC | $2.1M | 8,392 | 0.50% | 6q | -7.0%-$156.9K |
| Great Waters Wealth Management | $1.9M | 7,848 | 0.17% | 16q | HELD |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $1.9M | 7,634 | 1.08% | 8q | -2.2%-$42.1K |
| Prosperity Planning, Inc. | $1.7M | 7,019 | 0.39% | 24q | -3.0%-$53.1K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $1.6M | 6,437 | 0.23% | 32q | -2.7%-$44.4K |
| Cooper Financial Group | $1.6M | 6,357 | 0.13% | 32q | -0.8%-$12.4K |
| STABLEFORD CAPITAL II LLC | $1.5M | 6,240 | 0.54% | 14q | -3.0%-$47.6K |
| JP Wealth Management, Inc. | $1.3M | 5,216 | 0.82% | 8q | HELD |
| Cambridge Financial Group, LLC | $1.2M | 5,145 | 0.39% | 12q | HELD |
| Wedmont Private Capital | $1.2M | 4,906 | 0.03% | 20q | -10.9%-$150.9K |
| Veracity Capital LLC | $1.0M | 4,175 | 0.28% | 28q | -2.6%-$27.5K |
| AMERICAN NATIONAL BANK & TRUST | $943.6K | 3,806 | 0.09% | 20q | -13.1%-$142.6K |
| Emprise Bank | $942.4K | 3,801 | 0.36% | 11q | HELD |
| ROCKLAND TRUST CO | $935.7K | 3,774 | 0.04% | 26q | +23.8%+$180.0K |
| COLLECTIVE FAMILY OFFICE LLC | $930.0K | 3,751 | 0.19% | 10q | HELD |
| Roxbury Financial LLC | $923.7K | 3,726 | 0.71% | 8q | -0.6%-$5.5K |
| Paragon Capital Management Ltd | $918.6K | 3,705 | 0.17% | 27q | -5.0%-$48.6K |
| Heartwood Wealth Advisors LLC | $886.8K | 3,577 | 0.07% | 13q | HELD |
| Wealth Science Advisors LLC | $791.1K | 3,191 | 0.33% | 4q | HELD |
| S.E.E.D. Planning Group LLC | $789.9K | 3,186 | 0.19% | 26q | +93.2%+$381.1K |
| Vann Equity Management LLC | $789.8K | 3,186 | 0.47% | 3q | +23.0%+$147.8K |
| TrueWealth Advisors, LLC | $786.0K | 3,170 | 0.18% | 24q | +1.1%+$8.7K |
| CHAPIN DAVIS, INC. | $752.0K | 3,033 | 0.14% | 16q | HELD |
| Mirador Capital Partners LP | $704.1K | 2,840 | 0.08% | 32q | HELD |
| Hamilton Capital, LLC | $662.0K | 2,670 | 0.04% | 17q | HELD |
| CoreCap Advisors, LLC | $642.4K | 2,591 | 0.02% | 9q | -1.5%-$9.9K |
| DECISION INVESTMENTS, INC | $633.7K | 2,556 | 0.57% | 4q | HELD |
| Lee, Kelleher & Klein Wealth Management | $617.6K | 2,491 | 0.32% | 8q | +19.7%+$101.7K |
| Coastline Trust Co | $616.6K | 2,487 | 0.06% | 32q | -31.6%-$284.4K |
| YHB Investment Advisors, Inc. | $610.4K | 2,462 | 0.04% | 24q | HELD |
| Central Pacific Bank - Trust Division | $587.6K | 2,370 | 0.06% | 11q | HELD |
| MassMutual Private Wealth & Trust, FSB | $575.0K | 2,319 | 0.02% | 32q | HELD |
| Decker Wealth Management LLC | $555.4K | 2,240 | 0.11% | new | NEW |
| Versant Capital Management, Inc | $538.8K | 2,173 | 0.05% | 18q | HELD |
| Trust Co | $519.4K | 2,095 | 0.05% | 32q | +36.8%+$139.8K |
| Box Hill Private Wealth LLC | $511.6K | 2,064 | 0.37% | 3q | +16.1%+$70.9K |
| DIVERSIFIED MANAGEMENT INC | $503.1K | 2,029 | 0.09% | 4q | HELD |
| Baring Financial LLC | $496.5K | 2,003 | 0.27% | 8q | HELD |
| Arbor Wealth Advisors LLC | $473.5K | 1,910 | 0.29% | 12q | HELD |
| Galvin, Gaustad & Stein, LLC | $468.3K | 1,889 | 0.04% | 24q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $437.5K | 1,765 | 0.03% | 16q | +0.5%+$2.2K |
| Emergent Wealth Advisors, LLC | $427.2K | 1,723 | 0.22% | 12q | HELD |
| ACIMA PRIVATE WEALTH, LLC | $389.2K | 1,570 | 0.11% | 24q | HELD |
| DOLIVER ADVISORS, LP | $384.3K | 1,550 | 0.08% | 19q | HELD |
| Ballew Advisors, Inc | $373.2K | 1,497 | 0.19% | 32q | -25.6%-$128.2K |
| ATWOOD & PALMER INC | $340.2K | 1,372 | 0.02% | 16q | +11.2%+$34.2K |
| Persium Advisors, LLC | $308.9K | 1,246 | 0.16% | 8q | -50.0%-$308.9K |
| TOMPKINS FINANCIAL CORP | $300.5K | 1,212 | 0.02% | 8q | +162.3%+$185.9K |
| ELEVATION WEALTH PARTNERS, LLC | $298.7K | 1,205 | 0.08% | 12q | HELD |
| Insight Wealth Strategies, LLC | $274.9K | 1,109 | 0.03% | 9q | HELD |
| KFA Private Wealth Group, LLC | $251.8K | 1,015 | 0.06% | 2q | +14.4%+$31.8K |
| INSPIRION WEALTH ADVISORS, LLC | $249.0K | 1,004 | 0.03% | 4q | HELD |
| Crumly & Associates Inc. | $245.9K | 992 | 0.04% | 6q | HELD |
| SACKS & ASSOCIATES, LLC | $241.5K | 974 | 0.17% | 4q | HELD |
| Ledgewood Wealth Advisors, LLC | $235.5K | 950 | 0.13% | 3q | HELD |
| Adirondack Capital Advisors, LLC | $234.8K | 947 | 0.12% | 3q | HELD |
| Capital Advisors Wealth Management, LLC | $223.3K | 901 | 0.03% | 2q | +2.4%+$5.2K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $222.1K | 896 | 0.02% | 2q | HELD |
| Weaver Consulting Group | $212.2K | 856 | 0.04% | 2q | HELD |
| CYPRESS FINANCIAL PLANNING LLC | $209.0K | 843 | 0.06% | 2q | HELD |
| Echo45 Advisors LLC | $200.1K | 807 | 0.09% | new | NEW |
| Pacifica Partners Inc. | $162.6K | 655 | 0.05% | 23q | -3.4%-$5.7K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $120.5K | 486 | 0.02% | new | NEW |
| Retirement Wealth Solutions LLC | $93.5K | 377 | 0.05% | 3q | HELD |
| Hickory Point Bank & Trust | $81.1K | 327 | 0.05% | 3q | +9.0%+$6.7K |
| Investors Research Corp | $77.6K | 313 | 0.01% | 27q | HELD |
Showing the largest 100 of 112 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 109 | $876.0M | 3,531,655 | 4 | 21 | 34 | 0.0% |
| Q2 2026 | 1,983 | $67.1B | 276,612,197 | 142 | 466 | 607 | 0.1% |
| Q1 2026 | 1,903 | $59.7B | 277,714,897 | 111 | 427 | 626 | 0.7% |
| Q4 2025 | 1,913 | $58.9B | 274,558,935 | 135 | 514 | 483 | 1.4% |
| Q3 2025 | 1,758 | $54.9B | 263,930,095 | 94 | 398 | 558 | 2.1% |
| Q2 2025 | 1,743 | $52.0B | 261,399,280 | 113 | 452 | 520 | 2.3% |
| Q1 2025 | 1,722 | $51.7B | 268,462,827 | 105 | 406 | 589 | 2.4% |
| Q4 2024 | 1,740 | $52.6B | 280,945,107 | 121 | 510 | 418 | 0.8% |
| Q3 2024 | 1,586 | $50.5B | 265,450,902 | 110 | 409 | 474 | 0.5% |
| Q2 2024 | 1,524 | $46.7B | 267,639,776 | 73 | 374 | 471 | 0.1% |
| Q1 2024 | 1,542 | $57.0B | 317,710,349 | 83 | 331 | 559 | 0.2% |
| Q4 2023 | 1,558 | $50.9B | 308,214,556 | 111 | 441 | 460 | 0.1% |
| Q3 2023 | 1,447 | $38.2B | 250,993,400 | 85 | 353 | 462 | 0.2% |
| Q2 2023 | 1,426 | $40.1B | 253,565,544 | 76 | 330 | 505 | 0.2% |
| Q1 2023 | 1,411 | $41.4B | 271,512,564 | 71 | 293 | 564 | 0.1% |
| Q4 2022 | 1,467 | $46.8B | 308,355,599 | 133 | 472 | 380 | 0.1% |
| Q3 2022 | 1,323 | $37.9B | 277,992,024 | 70 | 369 | 412 | 0.1% |
| Q2 2022 | 1,349 | $40.6B | 279,181,957 | 79 | 427 | 415 | 0.3% |
| Q1 2022 | 1,380 | $46.3B | 276,973,132 | 89 | 418 | 422 | 0.6% |
| Q4 2021 | 1,391 | $48.2B | 285,505,998 | 105 | 465 | 306 | 0.6% |
| Q3 2021 | 1,232 | $42.0B | 266,359,310 | 62 | 393 | 336 | 0.6% |
| Q2 2021 | 1,227 | $41.7B | 261,725,421 | 81 | 413 | 340 | 0.4% |
| Q1 2021 | 1,195 | $40.0B | 262,164,751 | 101 | 397 | 349 | 0.5% |
| Q4 2020 | 1,151 | $34.8B | 251,623,717 | 123 | 354 | 287 | 1.2% |
| Q3 2020 | 1,005 | $29.0B | 241,298,934 | 70 | 275 | 367 | 1.8% |
| Q2 2020 | 992 | $27.1B | 238,958,410 | 81 | 249 | 449 | 0.7% |
| Q1 2020 | 992 | $25.0B | 250,878,352 | 54 | 295 | 431 | 0.5% |
| Q4 2019 | 1,111 | $31.1B | 226,382,139 | 91 | 357 | 264 | 0.5% |
| Q3 2019 | 967 | $28.3B | 219,835,596 | 58 | 292 | 307 | 0.2% |
| Q2 2019 | 968 | $30.6B | 239,726,881 | 68 | 272 | 336 | 0.3% |
| Q1 2019 | 957 | $26.6B | 214,918,703 | 80 | 240 | 365 | 0.3% |
| Q4 2018 | 958 | $27.0B | 243,311,478 | 9 | 19 | 10 | 0.1% |